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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,058 | $78,690-97.4% | $161,489-98.7% | $87,485-97.6% |
| Participation rate | 93.3% | 67.5%+25.9pp | 78.7%+14.6pp | 68.9%+24.4pp |
| Annual return | 15.52% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $852 | $3,311-74.3% | $5,630-84.9% | $4,274-80.1% |
| Admin fee / account holder | $160 | $6,724-97.6% | $16,006-99.0% | $7,775-97.9% |